State*

Years in Operation*

Last Full Year Revenue (best estimate)*

Approximate annual SDE / owner profit*

Revenue pattern over last 3 years*

How many total employees (count all part-time and full time office/admin + technicians + helpers + yourself)?*

How many office/admin employees do you have (including part-time)?*

Of your employees, how many are field technicians (count only full technicians who work in the field independently)?*

How many install/helpers/apprentice-level employees do you have (not including full technicians)?*

Do YOU personally perform field/technical work? (This just helps us understand your role - it does NOT affect valuation)*

How many hours/week do YOU personally work in the business?*

Daily operations can run without my involvement for*

Do you have a manager or key employee who can run the business?*

How documented are your processes?*

What is your revenue mix?*

Approximate % of recurring/contract revenue*

Largest single customer’s % of total revenue*

How far out are you booked (on average across installs & service)?*

How many service vehicles will be included in a sale?*

Will the major HVAC equipment be included in a sale?*

Will current parts, supplies, and inventory be included in a sale?*

Will existing maintenance/service agreements be included in a sale?*

Will the customer list, CRM records, and job history be included in a sale?*

Will the current staff (technicians, installers, office team) stay with the business after a sale?*

Will the website, domain, and phone number be included in a sale?*

Is the current shop/warehouse lease transferable to a buyer?*

Do you currently have any vehicles or equipment under financing or lease agreements?*

Lead flow over the last 12 months*

Over the last 12 months, revenue has*

When are you considering selling?*

Would you like a personalized valuation range and readiness summary?*